DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,195,994 | +10.9% | 185,910 | +15.3% | 0.62% | +16.6% |
| Q2 2023 | $3,782,944 | +0.0% | 161,250 | -1.8% | 0.54% | -8.1% |
| Q1 2023 | $3,781,448 | +112947.8% | 164,267 | +7.8% | 0.58% | +5.0% |
| Q4 2022 | $3,345 | -99.9% | 152,371 | -6.0% | 0.56% | -12.2% |
| Q3 2022 | $3,255,000 | +9.6% | 162,012 | +26.4% | 0.63% | +14.7% |
| Q2 2022 | $2,969,000 | +26.0% | 128,207 | +42.8% | 0.55% | +16.2% |
| Q1 2022 | $2,356,000 | +122.7% | 89,795 | +132.1% | 0.47% | +116.4% |
| Q4 2021 | $1,058,000 | +151.9% | 38,685 | +151.0% | 0.22% | +135.5% |
| Q3 2021 | $420,000 | +31.7% | 15,410 | +43.2% | 0.09% | +22.4% |
| Q2 2021 | $319,000 | – | 10,759 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |